| name | account-research-brief |
| description | Synthesize account notes, company research, CRM context, buying signals, stakeholder information, and customer artifacts into a sales-ready account research brief. Use when Codex needs to prepare account strategy, discovery planning, outreach angles, ICP fit, stakeholder mapping, or enterprise customer context. |
Account Research Brief
Workflow
- Identify account, segment, source material, sales motion, and intended use of the brief.
- Separate sourced facts from inference, hypotheses, and recommended follow-up questions.
- Map business priorities, likely pain points, buying signals, stakeholders, risks, and fit.
- Translate research into useful sales actions: discovery angles, outreach themes, and next steps.
- Produce a concise brief that supports preparation without overclaiming.
Output Standard
Use this structure by default:
- Account Snapshot: company context, segment, region, and source caveats.
- ICP Fit: fit signals, gaps, and confidence level.
- Business Priorities: sourced priorities and likely inferred priorities.
- Buying Signals: events, initiatives, triggers, or pain indicators.
- Stakeholder Map: known people, likely roles, influence, and unknowns.
- Risks / Disqualifiers: blockers, timing, competition, or data gaps.
- Outreach Angles: 3-5 tailored angles tied to evidence.
- Next Research Questions: what to verify before outreach or discovery.
Rules
- Label every inference as inference.
- Do not fabricate company facts, stakeholders, funding, technologies, or pain points.
- Prefer fewer, stronger outreach angles over generic personalization.
- Flag sensitive, private, or unverified information for human review before use.
References
Read references/account-research-patterns.md when the user asks for ICP scoring, stakeholder mapping, discovery prep, or outreach strategy.
